First Command Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Command Bank’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$118K	Sell	3,501 -2,890	-45%	-$94.3K	0.01%	176
2023 Q1	$205K	Hold	6,391	–	–	0.02%	128
2022 Q4	$219K	Hold	6,391	–	–	0.03%	120
2022 Q3	$194K	Sell	6,391 -1,300	-17%	-$43K	0.03%	124
2022 Q2	$242K	Sell	7,691 -1,030	-12%	-$35.6K	0.04%	110
2022 Q1	$334K	Sell	8,721 -331	-4%	-$12.9K	0.05%	100
2021 Q4	$340K	Hold	9,052	–	–	0.06%	106
2021 Q3	$340K	Sell	9,052 -796	-8%	-$29.8K	0.06%	106
2021 Q2	$362K	Hold	9,848	–	–	0.04%	102
2021 Q1	$335K	Buy	9,848 +7,298	+286%	+$234K	0.07%	99
2020 Q4	$75K	Hold	2,550	–	–	0.02%	187
2020 Q3	$61K	Hold	2,550	–	–	0.02%	176
2020 Q2	$59K	Sell	2,550 -401	-14%	-$9.11K	0.02%	181
2020 Q1	$61K	Hold	2,951	–	–	0.03%	176
2019 Q4	$90K	Hold	2,951	–	–	0.04%	170
2019 Q3	$82K	Hold	2,951	–	–	0.04%	175
2019 Q2	$81K	Hold	2,951	–	–	0.04%	171
2019 Q1	$76K	Hold	2,951	–	–	0.04%	174
2018 Q4	$71K	Sell	2,951 -1,364	-32%	-$35.4K	0.04%	176
2018 Q3	$119K	Hold	4,315	–	–	0.03%	140
2018 Q2	$115K	Buy	4,315 +401	+10%	+$11.1K	0.03%	137
2018 Q1	$108K	Buy	3,914 +1,364	+53%	+$39.3K	0.06%	141
2017 Q4	$71K	Hold	2,550	–	–	0.04%	170
2017 Q3	$66K	Hold	2,550	–	–	0.04%	167
2017 Q2	$63K	Hold	2,550	–	–	0.04%	171
2017 Q1	$61K	Hold	2,550	–	–	0.04%	173
2016 Q4	$59K	Buy	+2,550	New	+$54.7K	0.05%	178

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

First Command Bank's XLF Position: Q2 2023 in Review

First Command Bank reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 45% in Q2 2023, selling an estimated $94.3K and leaving 3,501 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #176.

First Command Bank first reported a position in XLF in Q4 2016 and has held it in 27 quarters since. The position peaked at $362K in Q2 2021. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

First Command Bank held 3,501 shares of State Street Financial Select Sector SPDR ETF worth $118K as of Q2 2023.
First Command Bank sold 2,890 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $94.3K.
State Street Financial Select Sector SPDR ETF made up 0.01% of First Command Bank's portfolio in Q2 2023, its #176 holding.
First Command Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
First Command Bank's State Street Financial Select Sector SPDR ETF position peaked at $362K in Q2 2021.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.